Client Service Associate

Wealth Enhancement Group•Irvine, CA

28d•$65,000 - $70,000•Onsite

About The Position

Our Irvine, CA office is looking for a Client Service Associate to serve as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the client experience, including financial paperwork and financial account review preparation. This is an excellent opportunity for someone looking to grow a career within wealth management. This is an on-site position; in-office Monday-Friday from 8am-5pm.

Requirements

4-year degree preferred
1+ years of financial administration experience preferred
2+ years of customer service/administrative experience preferred
Strong interpersonal skills required to develop team and client relationships
Professional presence and communication skills
Strong attention to detail and process
Good problem-solving skills, ability to work with deadlines and prioritize work
Proficient with Microsoft Office
Salesforce experience a plus
Proficient at using AI and digital tools
Ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Responsibilities

Support Senior Vice President (Financial Advisor) and their clients by leading and implementing the client service model
Facilitate new account set up at the custodial level; follow up on fund transfers
Respond to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc.
Ensure accurate completion of prospect/new client paperwork and set up
Maintain Salesforce database and client files (filing, copies, data input)
Research and follow up on any issues with the custodians, vendors, and Wealth Enhancement operations department
Learn company product suitability guidelines, financial operational processes, and financial sales processes
Support client service functions for all teams as requested
Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency, while validating outputs for accuracy, privacy, and business alignment
Identify and escalate inaccurate information and knowledge gaps, or issues related to digital tools

Benefits

Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)